City
Wealth management firms in Bryn Mawr, Pennsylvania
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Bryn Mawr, Pennsylvania reported $996.1 million in regulatory assets under management; the largest by assets was McGowan & Co LLP, with $655.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $996.1 million
- Average per firm
- $142.3 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McGowan & Co LLP | SEC | $655.6 million | 240 |
| 2 | Newbridge Wealth Management | SEC | $219.5 million | 800 |
| 3 | Renaissance Advisory Group | State | $70.0 million | 65 |
| 4 | Earndex, LLC | State | $32.0 million | 35 |
| 5 | Bryn Mawr Wealth Management LLC | State | $10.6 million | 29 |
| 6 | Green Drake Advisors LLC | State | $8.4 million | 29 |
| 7 | Burnett Lane Advisors, LLC | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.